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MLP Group SAMLG.WACompetitor analysis, valuation and peers

Poland · PLN·Real Estate›Real Estate Development
Momentum laggard 14
Mkt cap
$588M
US dollars, full cap
Free float
31%
of shares outstanding
$/day
$25,482
20-day average traded
Fwd P/E
9.5×
forward earnings
ROIC−WACC
n/a
WACC 7.1%
Hurdle
n/a
no reverse DCF
Official | Implied
Ba2 / B+
agencies · bond market
Next earnings
7 days
13 Nov 2026
Close · PLNPLN 96.00
1D-4.0%
1W-6.8%
1M-16.9%
3M-9.9%
6M-5.4%
YTD+4.6%
1Y+17.9%
ATR %3.5%
52w lowhigh22.6% off high

What MLP does

No business profile yet.

MLP at a glance

Size MLP (MLG.WA) is a Poland Real Estate company (Real Estate Development) with a market value of $588M, the 54th largest of 83 Poland companies the cockpit tracks. Shares closed at PLN 96.00 on 6 Nov 2026.

Performance Over six months the shares fell 5.4%, against -8.2% for the median peer and +14.3% for the Poland market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue grew 19.5% over the last twelve months (peer median +8.6%); the operating margin is 48.2% (peer median 20.3%).

Valuation It trades at 9.5× forward earnings against a peer median of 12.3× (4th cheapest of 12).

Credit MLP has 2 bonds outstanding ($835M), rated Ba2 by the agencies and trading like B+ at a weighted spread of 333 bp.

Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026MLG.WA 95Peer median 91
Six months, rebased to 100: MLP against the median of its 20 peers (local-currency closes).

MLP financials

Reported figures in PLN; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenuePLN 470MPLN 422MPLN 374MPLN 362MPLN 282M
Revenue growth—+13%+3%+29%—
Gross profitPLN 285MPLN 260MPLN 228MPLN 225MPLN 179M
EBITDAPLN 230MPLN 211MPLN 182MPLN 178MPLN 135M
Net incomePLN 536MPLN 459MPLN 372M-PLN 52.1MPLN 422M
Free cash flowPLN 74.9MPLN 77.9M-PLN 52.9MPLN 89.7MPLN 124M
Capital expenditure-PLN 800,000PLN 903,000PLN 2.54MPLN 15.6MPLN 6.92M
Total debtPLN 3.68BPLN 3.08BPLN 3.17BPLN 2.17BPLN 1.90B

Quarterly statements and history in the cockpit →

MLP competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-30%-20%-10%0%+10%-10%0%H3012240258600658617700280008828841ECH603682NIRLONCTY1SEMIL-BSMARTWORKS88180034KALPATARUSTEF-B000526MLG.WA6-month return →1-month return →
Up and to the right = strong over both horizons. MLP is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×20×40×60×61778841ECH603682CTY1SEMIL-BSMARTWORKS88183465STEF-BMLG.WARevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. MLP is the large dot.

MLP competitors and peer comparison

How MLP compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

MLP against its 20 peers (data as of 6 Nov 2026)
MeasureMLG.WAPeer medianRank in peer set
1-month return-16.9%-4.5%2nd lowest of 21
6-month return-5.4%-8.2%8th highest of 21
Distance from 52-week high-22.6%-25.8%6th highest of 21
Revenue growth (TTM)+19.5%+8.6%6th highest of 21
Operating margin48.2%20.3%5th highest of 21
Forward P/E9.5×12.3×4th cheapest of 12
Bond spread333 bpn/a—

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
MLP MLG.WAPoland$588M-5%+20%48%9.5×n/an/a
Hong Fok H30.SISingapore$590M-8%-1%43%n/an/an/a
C C Land 1224.HKHong Kong$579M-2%+14%40%n/an/an/a
Tomson 0258.HKHong Kong$578M-16%-73%44%n/an/an/a
Beijing Electronic Zone High-tech 600658.SSChina$577M-33%-21%-163%n/an/an/a
DA-LI DEVELOPMENT 6177.TWTaiwan$599M-8%+94%31%5.0×n/an/a
Tian An China Investments 0028.HKHong Kong$577M-30%-65%9%n/an/an/a
Beijing Hualian Department Store 000882.SZChina$571M-16%-21%-18%n/an/an/a
TOC 8841.TJapan$569M-9%+15%19%27.3×n/an/a
Echo Investment ECH.WAPoland$569M+11%+120%19%10.1×n/an/a
Shanghai Golden Union Commercial Management (Group) 603682.SSChina$568M-7%-13%-15%66.8×n/an/a
Nirlon NIRLON.NSIndia$611M+9%+5%69%n/an/an/a
Citycon CTY1S.HEFinland$612M+1%-2%59%4.8×n/an/a
Fastighetsbolaget Emilshus EMIL-B.STSweden$565M-23%+31%74%14.1×n/an/a
Smartworks Coworking Spaces SMARTWORKS.NSIndia$623M+12%+31%21%54.9×n/an/a
Keihanshin Building 8818.TJapan$553M-3%+2%25%12.3×n/an/a
KI-Star Real Estate 3465.TJapan$633M0%+15%8%5.0×n/an/a
Kowloon Development 0034.HKHong Kong$638M-21%-47%11%n/an/an/a
Kalpataru KALPATARU.NSIndia$541M-33%+27%2%n/an/an/a
Stendoerren Fastigheter STEF-B.STSweden$540M-9%+14%72%14.0×n/an/a
Xueda (Xiamen) Education Technology 000526.SZChina$539M-15%+12%12%10.9×n/an/a

MLP bonds and credit

MLP has 2 bonds outstanding with $835M face value. The agencies rate it Ba2; its bonds trade like B+. Weighted yield 6.30%, a spread of 333 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Which companies are MLP's closest peers?
The cockpit's peer set: Hong Fok (H30.SI), C C Land (1224.HK), Tomson (0258.HK), Beijing Electronic Zone High-tech (600658.SS), DA-LI DEVELOPMENT (6177.TW), Tian An China Investments (0028.HK), Beijing Hualian Department Store (000882.SZ), TOC (8841.T).
Is MLP expensive compared with its peers?
On forward p/e it trades at 9.5× against a peer median of 12.3×, 4th cheapest of 12 in its peer set.
How has MLP stock performed?
Over six months to 6 Nov 2026 the shares returned -5.4% against -8.2% for the median peer; over one year +17.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.